Skip to main content

Sam Bahugun

Portfolio Manager

  • CFA®

Tailored solutions in tune with your needs and the needs of those you care about

Our Philosophy
Our clients' needs and goals are deeply personal.

The investment and wealth plan that will help them achieve those goals must be as distinct as they are. We are equipped to provide tailored advice to help build the future they want — and we can only do that by truly understanding what matters most to them.

Our Clients
Affluent families, professionals, business owners, family estates and trusts, institutions and charitable organizations.

They choose us for our experience in anticipating the complex challenges of growing and protecting wealth, and responding with thoughtful solutions that consider tax implications, family dynamics, and other priorities.

Our Discovery Process
Discovery Process Pic.jpg
Armed with a deep understanding of your priorities and values, I'll build a team of specialists centered around you. And, as your needs evolve, your wealth strategy will evolve with you. I take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve. 

Helping You Achieve Your Vision Of Success
Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.

4 Pillars.png

About Me
I help high net worth families and organizations plan and achieve their financial goals by constructing a tailored portfolio. I believe in a deep and thorough discovery process to understand what is most important to our clients and make recommendations by balancing our clients’ needs against their behavioural biases.

I have been with TD Bank Group for over 7 years and have been working directly with high net worth clients since joining TD Wealth in 2014. I work in partnership with Jeet Dhillon, Vice President and Senior Portfolio Manager, building long-term relationships with individuals, families, corporations, trusts, endowments and foundations. Providing discretionary investment advice our team takes a holistic approach to managing wealth by developing a comprehensive understanding of your overall financial position. We believe your investment portfolio is a piece of your overall wealth plan and it is our responsibility to identify the gaps. A part of our service comprises of our extended team of wealth professionals who can provide you with their expertise in their respective areas including, estate planning, business succession, insurance, tax and philanthropic giving. Together, we cover each aspect of your wealth to help ensure that your wealth is being managed prudently and professionally.

Wealth Considerations.png

As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right TD specialists at the right time. I will be able to provide you access to specialists across Private Wealth Management and beyond, including:
Wealth Services2.png
Reach out.png

ADDITIONAL CONTACT

Branch Office: (416) 982-7650

LANGUAGES

English, Punjabi, Hindi

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    Meet The Team

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    Alternative investments: Beyond fixed income and equities

    Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

    When one senior is ill but their spouse is healthy

    Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - The Final Act

    The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

    Current Perspectives

    Trumps, Tariffs and Trade Wars.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from my services?